Lionstone Capital Management LLC
Net buyer this quarter
$435M
11
+$3.32M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 APG | $105M | 24.11% | 0.57% | Not reported | Q2 2020 |
 GOOG | $82.5M | 18.97% | Not reported | Not reported | Q1 2020 |
 AMZN | $66.7M | 15.33% | 0.00% | Not reported | Q2 2022 |
 QXO | $44.2M | 10.16% | 0.35% | +9.7% | Q2 2025 |
 FSV | $41.3M | 9.50% | 0.64% | +11.1% | Q2 2015 |
 FERG | $38.2M | 8.79% | 0.08% | Not reported | Q1 2021 |
 SPGI | $34.2M | 7.86% | 0.03% | Not reported | Q1 2021 |
 CPRT | $21.9M | 5.03% | 0.08% | Not reported | Q3 2020 |
| LBRDK | $818K | 0.19% | Not reported | Not reported | Q4 2020 |
 GLIBK | $147K | 0.03% | Not reported | Not reported | Q3 2025 |
 UUUU | $98K | 0.02% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| APG | $100M | 24.29% | 0.57% | Not reported | Q2 2020 |
| GOOG | $67M | 16.22% | Not reported | Not reported | Q1 2020 |
| AMZN | $58.3M | 14.11% | 0.00% | Not reported | Q2 2022 |
| QXO | $45.3M | 10.97% | 0.33% | Not reported | Q2 2025 |
| FERG | $37.6M | 9.10% | 0.08% | Not reported | Q1 2021 |
| FSV | $36.4M | 8.81% | 0.57% | +6.6% | Q2 2015 |
| SPGI | $35.7M | 8.65% | 0.03% | Not reported | Q1 2021 |
| CPRT | $25.8M | 6.24% | 0.08% | Not reported | Q3 2020 |
 LOW | $5.04M | 1.22% | 0.00% | Not reported | Q2 2013 |
| LBRDK | $1.24M | 0.30% | Not reported | Not reported | Q4 2020 |
| GLIBK | $253K | 0.06% | Not reported | Not reported | Q3 2025 |
| UUUU | $123K | 0.03% | 0.00% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| APG | $94.7M | 21.90% | 0.60% | -5.4% | Q2 2020 |
| GOOG | $73.3M | 16.94% | Not reported | -10.6% | Q1 2020 |
| AMZN | $64.6M | 14.92% | 0.00% | -10.3% | Q2 2022 |
| QXO | $45M | 10.40% | 0.35% | +10.0% | Q2 2025 |
| SPGI | $43.9M | 10.15% | 0.03% | Not reported | Q1 2021 |
| FSV | $38.2M | 8.83% | 0.54% | +13.7% | Q2 2015 |
| FERG | $35.9M | 8.29% | 0.08% | Not reported | Q1 2021 |
| CPRT | $30.4M | 7.02% | 0.08% | Not reported | Q3 2020 |
| LOW | $5.14M | 1.19% | 0.00% | -48.5% | Q2 2013 |
| LBRDK | $1.2M | 0.28% | Not reported | Not reported | Q4 2020 |
| GLIBK | $253K | 0.06% | Not reported | +38.4% | Q3 2025 |
| UUUU | $98.3K | 0.02% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| APG | $89.9M | 21.02% | 0.63% | Not reported | Q2 2020 |
| AMZN | $68.5M | 16.01% | 0.00% | Not reported | Q2 2022 |
| GOOG | $63.6M | 14.86% | Not reported | Not reported | Q1 2020 |
| FSV | $41.2M | 9.63% | 0.48% | Not reported | Q2 2015 |
| SPGI | $40.9M | 9.55% | 0.03% | Not reported | Q1 2021 |
| QXO | $40.4M | 9.45% | 0.31% | Not reported | Q2 2025 |
| FERG | $36.2M | 8.45% | 0.08% | Not reported | Q1 2021 |
| CPRT | $34.9M | 8.16% | 0.08% | Not reported | Q3 2020 |
| LOW | $10.4M | 2.43% | 0.01% | Not reported | Q2 2013 |
| LBRDK | $1.56M | 0.37% | Not reported | Not reported | Q4 2020 |
| GLIBK | $183K | 0.04% | Not reported | New | Q3 2025 |
| UUUU | $104K | 0.02% | 0.00% | Not reported | Q4 2024 |